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Capital Appreciation

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Sep 11, 2009 5:57 pm

curious to know how many advisors use gold (GLD/GDX) as a vehicle for capital appreciation versus as the typical hedge.  Gold looks ready to explode higher and seems to be met by skepticism everywhere I go.  The common refrain is, yes its going up…BUT ITS GOLD, you can’t eat it, what’s it really good for.  I thought our job here was to try and beat inflation.  If you look back 8-10 years, gold has outperformed most everything, yet people seem to be underweighted in it.  Whereas back in 1999-2000 most people were overloaded with large cap tech/growth.  If gold were really at a top here people would have 25-50% of their account invested in it. 

Sep 11, 2009 11:51 pm

look at a chart of gold prices in the 1980s and tell me if you think it’s a good idea as a major form of “capital appreciation”…also '95-'98 when the market was taking off…what was gold doing then? Back in 2000 it was around the same price it was in 1977!

Sep 13, 2009 5:18 am

GLD is our largest single ‘appreciation’ holding - and has been for about 8 weeks.  But we could sell it anytime and don’t look at it as a permanent holding, just better than most equities for the time being.

Sep 15, 2009 4:26 pm

That is backward looking mumbo jumbo- if you looked at a stock chart in 1982 going back to 1967 one would say then that stocks as a capital appreciation idea was dumb.  We have to invest in the here and now, and now the propsects for gold is fantastic.  I like stocks as well but I think that Gold will outperform equities for the forseeable future.